Gerber Kawasaki Wealth & Investment Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $186K | Buy |
|
|||||
|
2025
Q2 | $179K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $120K | Sell |
|
|||||
|
2024
Q2 | $140K | Buy |
|
|||||
|
2024
Q1 | $124K | Buy |
|
|||||
|
2023
Q4 | $116K | Sell |
|
|||||
|
2023
Q3 | $219K | Sell |
|
|||||
|
2023
Q2 | $289K | Sell |
|
|||||
|
2023
Q1 | $401K | Buy |
|
|||||
|
2022
Q4 | $337K | Sell |
|
|||||
|
2022
Q3 | $517K | Sell |
|
|||||
|
2022
Q2 | $862K | Sell |
|
|||||
|
2022
Q1 | $1.55M | Sell |
|
|||||
|
2021
Q4 | $2.88M | Buy |
|
|||||
|
2021
Q3 | $70K | Sell |
|
|||||
|
2021
Q2 | $2.94M | Buy |
|
|||||
|
2021
Q1 | $2.37M | Buy |
|
|||||
|
2020
Q4 | $2.35M | Sell |
|
|||||
|
2020
Q3 | $2.29M | Sell |
|
|||||
|
2020
Q2 | $2.4M | Sell |
|
|||||
|
2020
Q1 | $2.64M | Buy |
|
|||||
|
2019
Q4 | $2.25M | Buy |
|
|||||
|
2019
Q3 | $1.95M | Buy |
|
|||||
|
2019
Q2 | $351K | Buy |
|
|||||
|
2019
Q1 | $148K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $151K | Sell |
|
|||||
|
2018
Q1 | $211K | Sell |
|
|||||
|
2017
Q4 | $1.07M | Sell |
|
|||||
|
2017
Q3 | $2.28M | Buy |
|
|||||
|
2017
Q2 | $1.98M | Buy |
|
|||||
|
2017
Q1 | $748K | Buy |
|
|||||
|
2016
Q4 | $392K | Buy |
|
|||||
|
2016
Q3 | $207K | Buy |
|
|||||
|
2016
Q2 | $203K | Buy |
|